Japanese companies such as Mitsubishi Heavy Industries and Kawasaki Heavy Industries have held emergency meetings to assess inventory levels and alternative solutions. The uniqueness of this ban lies in its "comprehensive coverage" characteristic, ensuring no one is left out. Japan has three short-term response options: utilizing strategic reserves, seeking alternative sources, and pursuing relief through diplomatic channels. Each option faces significant challenges.
Over the past decade, Japan has made great efforts to "de-Chinize," but the results have been limited. About 60% of Japan's rare earth imports come from us, and the reliance on China for heavy rare earths such as dysprosium and terbium exceeds 90%. Rare earth materials are crucial for Japan's high-performance weapon manufacturing. Neodymium-iron-boron permanent magnets are the core material for missile guidance systems and stealth fighter radar, and we control most of the global production of these permanent magnets. Even the United States cannot withstand it, so the situation Japan faces can be imagined.
The 2025 Japanese defense budget shows a 23% year-on-year increase in R&D investment for the military industry. The Japanese military-industrial system has long implemented a "light parts inventory, heavy just-in-time supply" model, with about 70% of electronic components relying on just-in-time procurement. Sudden supply disruption would severely impact its key weapons projects.
We are also sending a signal to other countries: economic and supply chain sanctions are standard when it comes to core interests.
Original: toutiao.com/article/1853653530540039/
Statement: This article represents the personal views of the author.